Currently finalizing a sub account automation! No more manually creating sub account for clients ✅

Check this out @Kris Hartman https://www.loom.com/share/619a420ea6354048929c6d6bb90ab538?sid=d7172202-db1d-4e55-be95-d2b2bc5ae4be

SELLER DISPOSITION is one of the most important custom fields in the entire platform. We use these radio-type buttons, because they only allow for a single selection. There are a couple other single-choice field types, but they are generally less useful, visually, unless you click into the field itself to see the expanded options. I created this SOP to help you understand the latest Seller Disposition Workflow Updates. You will benefit by understanding how this field is manipulated, via workflows, for various Lead Flow Systems. **** BTW - pro tip! I made this SOP using ClickUp, which is my favorite project management tool out of the ones I've tried (like Notion, Monday, etc.)... This is my discount code to sign up for ClickUp, if you want a bonus. It's one of those "no-brainer" type of tools 🙂

When sending contacts through webhook steps, sometimes you can experience an issue where the contact does not go through successfully; this may be due to a special character being in the name of one of the custom fields... This could be an apostrophe or a '$' or other characters like that. By going through the workflow that failed to execute properly, you can see which field caused the issue, then track that field down and update it.